Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,015
| Closed | -$552K | – | 140 |
|
|
2025
Q1 | $552K | Buy |
25,015
+1,145
| +5% | +$25.3K | 0.36% | 64 |
|
|
2024
Q4 | $553K | Sell |
23,870
-928
| -4% | -$21.5K | 0.36% | 65 |
|
|
2024
Q3 | $561K | Buy |
24,798
+1,161
| +5% | +$26.3K | 0.38% | 60 |
|
|
2024
Q2 | $506K | Buy |
23,637
+6,372
| +37% | +$136K | 0.36% | 61 |
|
|
2024
Q1 | $357K | Buy |
+17,265
| New | +$357K | 0.27% | 93 |
|